Saturday, May 20, 2006

Phone conversation "transcripts"

I will write some in-depth analysis of the AMD-DELL deal and fundamental shift of power in the computing landscape, or the dynasty change.

For now, let's review some past "transcripts". To Intel, it's a series of unfortunate events.

We will see INTEL and DELL blaming each other soon October 27, 2005

Paul and Mike phone conversation 29 Nov 2005

Paul and Craig conversation 23 Dec 2005

Hector calling Malaysia 25 Dec 2005

Eric and Paul conversation 30 Dec 2005

Michael calling Paul 25 Jan 2006

Mike calling Paul 17 Apr 2006

Mike calls Paul again 29 Apr 2006

Paul called Mike two months ago 3 May 2006

Paul calls Mike on May 18, 2006 <--- we are in the proceess of asking NSA to secure the recordings in the name of national security, stay tuned

Mike calling Henri recorded 18 May 2006 (Well, this happened in the near future, we used a time machine)

4 Comments:

Anonymous Anonymous said...

The thing to remember about Dell+AMD is that Dell's move to put AMD in a few servers may be nothing more than a ploy to gain access to AMD's inner circle. Which Michael Dell will then share with Intel when Michael & Andy are at temple together. Intel will then have their black-ops teams threaten the lives of all the AMD scientists, or just arrange convenient accidents.

The crux of the matter is that Intel never competes on merit. This quality is what makes Intel Microsoft's true soulmate. So AMD would be wise to be careful with Dell.

6:02 PM, May 20, 2006  
Anonymous Anonymous said...

"Only the paranoid survive," haha, lol! Who was it that coined that phrase? (Sarcasm)

Ed

12:59 AM, May 21, 2006  
Anonymous Anonymous said...

I seem to hear about a lot of people leaving Intel of late. Sam Naffziger, the lead Itanium designer, left with 10 of his top people to AMD. Wait up, I can hear you saying the Itanium is a bad chip... Sam Naffziger is an excellent designer though, and I would rate him very very highly. Check this story out.

http://www.reed-electronics.com/electronicnews/article/CA6324826.html

A large number of my friends also seem to be leaving Intel or thinking about leaving the company. I hear Paul Otellini seems to be the main reason. He's essentially a management guy, and thinks mainly about ways to market Intel's products better. So while AMD becomes the first to go to 64 bit computing, dual core and all those other great things, Otellini sits down designing Intel's new logos and thinks about new brandnames. Check this article out.

http://www.businessweek.com/magazine/content/06_02/b3966001.htm

Looks like Intel's first non-technical CEO is bad news, Intel has done terribly since he came in.

Joe Osha of Merrill Lynch has called for his head already, I wonder when the Intel board will? After a few layoffs maybe?

8:01 AM, May 21, 2006  
Anonymous Anonymous said...

Non-technical guy is always a bad thing for IT company. I work for another american company which always had a sales/marketing guy on the top. They clearly don't understand what is the technology and what is a software.
They are changing logo, strategy, vision, colors - but software is basically the same, packaged in new brands.

9:19 AM, May 21, 2006  

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